Carnival Corporation Ltd
814 hedge funds and large institutions have $20.8B invested in Carnival Corporation Ltd in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 242 increasing their positions, 311 reducing their positions, and 73 closing their positions.
103% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 73
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
16% more capital invested
Capital invested by funds: $18B → $20.8B (+$2.88B)
8% more funds holding
Funds holding: 754 → 814 (+60)
0.17% less ownership
Funds ownership: 78.03% → 77.87% (-0.17%)
22% less repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 311
24% less call options, than puts
Call options by funds: $190M | Put options by funds: $249M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$1.74B |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$284M |
| 3 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
+$108M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$98.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$86.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$359M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$195M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$140M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$96.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$54.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DP
876
Denver PWM
Denver,
Colorado
| – | -$4.59K | -107 | Closed |
|
|
AM
877
Atwater Malick
Lancaster,
Pennsylvania
| – | -$4K | -100 | Closed |
|
|
MRCM
878
M&R Capital Management
Summit,
New Jersey
| – | -$4K | -100 | Closed |
|
|
TC
879
Truvestments Capital
Sarasota,
Florida
| – | -$4K | -100 | Closed |
|
|
LC
880
Lindbrook Capital
Calabasas,
California
| – | -$2K | -57 | Closed |
|
|
PWP
881
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$1K | -24 | Closed |
|
|
NIC
882
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$1K | -22 | Closed |
|
883
Fidelity International
Hamilton,
Bermuda
| – | +$89 | +2 | New |
|
|
BWM
884
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | +$402 | +9 | New |
|
CCL Hedge Fund Activity: Q4 2019 in Review
814 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2019, worth a combined $20.8B — up 16% from $18B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new CCL positions and 73 closed out — a net gain of 75 holders — while 242 added to existing stakes and 311 trimmed.
The largest buyer was Truist Financial, adding an estimated $1.74B. The largest seller was Capital World Investors, cutting an estimated $359M.
- 814 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2019, up from 754 in Q3 2019.
- Funds reported $20.8B of Carnival Corporation Ltd stock for Q4 2019, up 16% quarter-over-quarter.
- 148 funds opened new Carnival Corporation Ltd positions in Q4 2019 and 73 closed out, a net change of +75 holders.
- The largest Carnival Corporation Ltd buyer in Q4 2019 was Truist Financial, an estimated $1.74B added.
- The largest Carnival Corporation Ltd seller in Q4 2019 was Capital World Investors, an estimated $359M sold.
Based on aggregated 13F filings for Q4 2019.